Careers at Stima Sacco

Key Tasks and Responsibilities

• Carry out office administration and handle enquiries from visitors to the Branch.
• Handle correspondence, telephone calls, office documents and equipment.
• Ensure good Branch office layout.
• Plan and organize meetings/workshop/conferences and seminars for the Branch.
• Ensure security of Branch office records, equipment and documents including classified materials.
• Arrange for Branch meetings by ensuring that files and documents needed for the meetings are ready.
• Prepare responses to general and routine correspondence.
• Develop and maintain office systems including records management.
• Maintain Branch office property inventory.
• Sort all incoming mail and submit them to the appropriate staff for action.
• Guide and supervise outsourced support staff.
• Maintain office and equipment in good working conditions.
• Store, retrieve and integrate information for dissemination to staff and other Branch Stakeholders.
• Manage front office including ambience, tidiness and promotional materials display.
• Receive hand delivers mails and dispatches the same to Branch registry.
• Replenish Branch reception reading and other materials.
• Oversee the provision of stationery, water and other refreshments for Branch Staff and Visitors.
• Manage cleanliness of the Branch offices.
• Liaise with Occupational Health and Safety Representatives and ensure workplace safety measures are maintained.
• Updating of leave schedules at branch levels.
• Perform any other role as assigned from time to time.

Qualifications

• Diploma / Higher Diploma in Business Administration or a related field
• At least Three (3) years experience in a comparable role.
• High integrity and ethical practice
• Communication and interpersonal skills.
• Organization skills.
• Ability to prepare reports.
• Attention to detail.
• Knowledge in use of Microsoft office packages.

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• The job holder will be responsible for designing and implementing effective marketing strategies geared towards bringing more insurance business for the insurance Agency.

Key Tasks and Responsibilities

• Design and implement effective marketing strategies to sell new insurance contracts to new and existing clients
• Contact potential clients and create rapport by networking, using referrals etc
• Research and source potential clients and build long-term relationships with them
• Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
• Collect information from clients on their risk profiles in order to offer them the proper solution
• Deliver approved policies to new clients and explain benefits and risks of the policy
• Submit client applications, issue quotes, maintain client records and prepare reports
• Check insurance claims to solidify trust and safeguard reputation
• Retain continuous awareness of agency transactions, sales and existing terms and keep records of the same
• Keep abreast of industry and market trends and best practices
• Conduct risk assessment for proposed and existing products.

Qualifications

• Diploma in Insurance
• Possess professional qualification such as COP
• A minimum of three (3) years working experience in the insurance Industry
• High analytical and problem-solving skills
• Demonstrate excellent report writing and presentation skills.
• High ethical standards, integrity, and professionalism
• Planning and organization skills
• Interpersonal, communication and negotiation skills
• Knowledge of the various insurance products
• Excellent Customer Experience skills 

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• Reporting to the Insurance Manager, the Insurance Assistant will be involved in reviewing insurance applications, verifying and updating records, assisting clients with policy inquiries, processing payments, handling claims and providing customer support.

Key Tasks and Responsibilities

• Reviewing applications for new insurance policies to ensure that all required information has been provided.
• Verifying the identity of applicants by checking relevant documentations against existing records.
• Updating customer information in computer databases such as billing information, mailing addresses, and phone numbers.
• Processing new client applications by obtaining information about the applicant’s personal details, auto insurance needs, and other pertinent information.
• Helping customers understand their insurance policies by answering questions about coverage, exclusions, and other details.
• Providing customer service by responding to questions via email or over the phone about policy details or claims processing status.
• Providing customer service for the company by assisting customers with general questions about products and services, processing payments, maintaining customer accounts, and handling claims.

Qualifications

• Bachelor’s degree in insurance or a related Course
• Possess professional qualifications such as COP or Diploma in Insurance
• Three (3) years relevant experience in a comparable role.
• Excellent communication, analytical, planning, and organizational
• Demonstrate good interpersonal skills, impeccable oral and written communication skills.
• Business relationship building skills.
• High integrity and ethical practice.
• Ability to execute work assigned with minimum supervision.
• Deliver targets, and a good planner who pays attention to detail.
• Must have knowledge in use of Microsoft office packages

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• Reporting to the Insurance Manager, you will be responsible for among others: Verifying and receipting all insurance premiums received by the agency, managing the debtor’s and creditor’s accounts by ensuring adherence to the credit control policy, cost management and bank reconciliations.

Key Tasks and Responsibilities

• Verify and issue receipts for all premiums received by the agency.
• Prepare monthly commission statements for all the insurance sales representatives for management’s approval.
• Adhere to and enforce the agency’s credit control policy.
• Ensure timely payment of commissions to the agency by the partner insurers.
• Prepare and submit for approval premium remittance schedules in line with the approved credit terms.
• Ensure that all claim paymentsreceived from insurers are disbursed to the relevant client’s or Sacco’s accounts in a timely manner.
• Carry out monthly reconciliation of the agency’s premium, commission, claims and bank accounts.
• Maintain safe custody of all the agency’sfinancial records, assets and property e.g. cheque books, SLAs, cash, financial statements etc
• Prepare payment vouchers for all the agency’s expenses and ensure that the records are updated in the insurance system.
• Prepare and submit relevant finance reports as may be required by management.
• Perform any other duties as may be assigned.

Qualifications

• A Bachelors’ degree or Diploma in a business-related field
• Good progress in an accounts or finance related professional qualification e.g. CPA/ACCA
• At least Three (3) years relevant experience in the insurance industry
• High integrity and ethical practice
• Excellent communication, analytical, planning, and organizational
• Demonstrate good interpersonal and businessrelationship building skills.
• Ability to execute work assigned with minimum supervision.
• Deliver targets, and a good planner who pays attention to detail.
• Must have knowledge in the use of Microsoft office packages

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Job Summary

• Responsible for developing new business prospects and interacting with existing Members to increase sales of the Society’s products and services.

Key Tasks and Responsibilities

• Identify, monitor and maintain customer base through efficient interactions and analyzing any changes in Members’ needs.
• Coordinate with potential Members to understand individual Member requirements and
• recommends plans to ensure achievement of all objectives.
• Develop financial strategies and plans and recommend specific products to Members.
• Evaluate potential members’ requirements and determine qualified leads through efficient networking and cold calling.
• Develop and maintain relationships with business owners, individuals, corporate executives and influential personnel with Members.
• Participate in various outreach events such as member education and product campaigns.
• Conduct door-to-door direct selling to obtain new Members and retain the existing ones.
• Seek customer feedback on the Society’ products.
• Manage all communication between Members in their portfolio, provides excellent customer service and resolves any Member issues.
• Administer Member queries on the Society’s products and manage effective resolution of all customer complaints in their portfolio.
• Establish and maintain member relationships.
• Create and implement innovative acquisition campaigns to deliver the member growth strategy.
• Create member accounts and ensure relationship management.
• Ensure compliance with Know your customer and due diligence.
• Achieve the set individual targets in terms of numbers and value.

PERSON SPECIFICATIONS

• Ability to communicate.
• Report writing skills.
• Numeric skills.

Academic Qualifications

• Diploma/Higher Diploma in Sales, Marketing or a relevant field

Experience

• 0– 3 years’ relevant experience